Hello,
is there an integrated mail client in IFS Cloud CRM or do I have to sent out emails with outlook planel?
Question
IFS Cloud CRM - Sending Mails directly with IFS
+3Hi
There is no mail client that you can use in CRM. However, there is ‘Send E-Mail’ command in Business Activity, Business opportunity pages so that you can transfer the contacts and attachments to the Outlook ‘New Email’ window which will be launched after you click on ‘Send to Outlook’ command.
The IFS Cloud ‘Send E-Mail’ dialog fetches the contacts and attachments from the Business Activity record from which you click the command. You can select any of such fetched contacts or attachments and you can add any other existing ones as well.
Regards,
Tharanga.
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